Insurance Broker Portfolio Manager

2 months ago


Melbourne, Victoria, Australia Hooker & Heijden Full time
Insurance Broker Portfolio Manager

Established Broking House is seeking an Insurance Broker to manage a portfolio of existing clients. This internal role requires all aspects of client service, including process documentation, quotations, renewals, etc.

Key responsibilities include:

  • Maintenance of a portfolio of risks.
  • Processing quotations, endorsements, renewals, and cancellations.
  • Proactive action on new business leads provided by the brokerage.
  • Identification of opportunities for cross-sell and/or up-sell of product to clients.
  • Collaborative working with team members.

The ideal candidate will have:

  • 5+ years of insurance-related experience.
  • Exposure to classes such as Business Packs, Liability, and Commercial Motor.
  • Prior experience undertaking all aspects of insurance broking, including responding to client requests, all processing, and documentation associated with the portfolio, and claims management.
  • Excellent communication and negotiation skills.
  • Willingness to take direction from senior staff.
  • Ability to work in a collaborative team environment.
  • Tier 1 broking essential.
  • Competence in IT and office procedures.
  • Experience with Winbeat and Sunrise.


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